Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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November Wealth Strategies
Senior Tax Strategist Kelsey Clair provides useful tax planning tips as we head into year-end.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Make the Most of Your Required Minimum Distributions
New regulations around Required Minimum Distributions can help you get even more out of your assets.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Finding Tax Relief Following a Catastrophic Loss
While recent law changes limit the deduction, in some cases the losses can still reduce your tax bill.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Perspectives on Tax Planning
Too often, taxes are only thought of once or twice a year
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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